Jason Hutchins is a financial advisor at CreativeOne Wealth, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth (formerly Change Path, LLC) since 2019. Prior to that, he was with Global Financial Private Capital, LLC for five years. Hutchins also owns Guardian Wells Financial, where he is involved in life insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, employing quantitative, fundamental, and modern portfolio theory in its investment approach.

Richard Bousum II is a financial advisor at StoneX Advisors Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with StoneX Advisors and StoneX Securities since 2014. Outside of his advisory role, he provides IT consulting services through RSNetworking and works as an insurance agent for term life, Medicare supplement, and prescription drug plans. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting through a combination of independent advisors and an in-house Private Client Group. The firm utilizes multiple account structures and model-based solutions, employing both proprietary and third-party investment strategies.

Edward Murphy is a financial advisor with Sapient Capital LLC in Indianapolis, holding a Series 65 designation and one year of industry experience. Prior to joining Sapient Capital, he worked at Orange Grove Bio LLC and Eli Lilly and Company. Sapient Capital provides wealth management, financial planning, family office services, and sub-advisory support to individuals, high-net-worth families, trusts, foundations, and pooled investment vehicles. The firm employs a primarily long-term investment approach combining fundamental and technical analysis to build diversified portfolios while offering both discretionary and non-discretionary portfolio management.

Thomas Faulconer IV is a CFP® professional with 24 years of industry experience, currently serving at Archer Investment Corporation since 2019. He previously worked at Money Concepts Capital Corp and has been affiliated with Butler University since 2011. Outside of his advisory role, he provides legal and consulting services related to estate planning and business documents and serves on the advisory board of Voldico Insurance LLC. Archer Investment Corporation offers investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm provides comprehensive financial assessments and portfolio management, utilizing diversified allocations across various asset classes and offers both hands-on and model-driven management approaches.

Nick Frey is a CFP® at Valeo Financial Advisors, LLC with two years of industry experience. His prior work includes roles at First Merchants Bank and Xavier University. Valeo Financial Advisors is a multi-team SEC-registered adviser managing approximately $12.96 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, emphasizing strategic asset allocation, third-party research, and the use of independent managers and model portfolios.

Quinn Teague is a financial advisor with Strategic Wealth Investment Group, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Equitable Advisors and Meijer, among others. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and offering access to private placements for accredited investors.

Michelle Reichert is a CERTIFIED FINANCIAL PLANNER™ at Oxford Financial Group, Ltd. with three years of industry experience. She previously worked at Fifth Third Bank for three years and has been with Oxford Financial Group in two separate periods since 2008. Oxford Financial Group, Ltd. serves ultra high-net-worth individuals, families, and institutional clients, offering family office services, fiduciary trust administration, and access to private market investments. The firm emphasizes diversified asset allocation across public and alternative assets and manages both discretionary and non-discretionary portfolios with customized investment policy statement-driven solutions.

Erik Finwall is a financial advisor at Jefferies Investment Advisers LLC with 27 years of industry experience. He previously worked at Voya Investment Management Co., LLC and affiliated entities for 11 years before joining Jefferies in 2025. He holds the Series 63, Series 65, and Series 66 licenses. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities. The firm offers a customized, collaborative planning process using third-party software and probability-based simulations to support a range of planning topics including tax, estate, and philanthropic planning.

Phillip Mickel is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2004, following two years at UBS Financial Services. Mickel holds a Series 66 registration. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm’s investment approach includes strategic asset allocation, use of third-party research, independent managers, and model portfolios, along with specialized services such as advisory roles to private investment funds and portfolio management for pooled vehicles.

Evan Melching is a financial advisor at Savvy with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and OneMain Financial. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and specialized sub-adviser strategies.

Kurt Weiper is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with LaSalle St. Investment Advisors since 2013 and with LaSalle St. Securities since 2008. Outside of his advisory work, he serves on the finance committee at his daughter’s school, participates in the Orchard School 403(b) committee, and is involved with the Mission Haiti Medical non-profit’s gift committee. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, managing a predominance of assets on a non-discretionary basis through various strategies including model portfolios, third-party manager oversight, and a diverse mix of investment vehicles.

Jon Stucker is a financial advisor with Thurston Springer Advisors in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior affiliations include Thurston Springer Miller Herd & Titak, Inc., and he serves on boards of several non-investment organizations, including Delta Alpha of Alpha Tau Omega and Vinculum, and is involved in multiple entrepreneurial ventures such as Parkahead LLC and FK Restaurant Group LLC. Thurston Springer Advisors serves individual and high-net-worth clients, corporations, foundations, estates, and employer-sponsored retirement plans with comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical investment analysis to support both buy-and-hold and active strategies.

James Case is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes positions at Global Assets Advisory, LLC and Alacrity, as well as over a decade in private equity through his own firm, James A. Case - Private Equity. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other entities through a nationwide network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may incorporate third-party managers or wrap programs as part of its investment approach.

Peter Reist is a financial advisor at Oxford Financial Group, Ltd in Carmel, IN, with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. He has been with Oxford Financial Group since 2010. Outside of his advisory work, he serves on the board of the Indiana Repertory Theatre and works as a self-employed CPA providing tax preparation services. Oxford Financial Group serves ultra high-net-worth individuals and families, institutional clients, trusts, foundations, and closely held business owners. The firm offers family office and CIO services, comprehensive financial and estate planning, fiduciary trust administration, and access to private market investments through a diversified asset allocation approach and dedicated investment teams.

John Wortman is a CFP® professional with 24 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2003, following a year at The Valeo Financial Group, LLC. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion and serving retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management, using a strategic asset allocation approach supplemented by third-party research and independent managers.

Scott Knust is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, he coaches pole vault for the University of Indianapolis track and field team. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Nicholas Key is a financial professional with 11 years of industry experience, currently affiliated with AdvisorNet Wealth Partners in Carmel, IN. He holds Series 63 and Series 65 licenses and has held roles at firms including APEX Wealth Services LLC, Cetera, and FSA Advisors, LLC. He is also co-owner of FSA Advisors, LLC, where he focuses on financial planning and consulting. AdvisorNet Wealth Partners provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, corporations, and qualified plans. The firm utilizes diversified portfolios including equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management services.

Jacob Valdick is a CFP® professional with three years of industry experience, currently serving at Valeo Financial Advisors, LLC since 2021. His prior experience includes roles at Windsor Wealth Management, Anthem, and Foster Pike & Associates. Valeo Financial Advisors is a multi-team SEC-registered firm managing nearly $13 billion and serving over 3,000 clients with comprehensive financial planning and individualized portfolio management for retail and institutional clients. The firm's investment approach combines strategic asset allocation, third-party research, and the use of independent managers, while also providing specialized services such as advising private investment funds and offering pro-bono planning for nonprofit clients.

Jonathon Shurtz is a financial advisor at Elevation Point Wealth Partners, LLC with 11 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2026. Elevation Point Wealth Partners provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, and institutional clients. The firm employs a portfolio management approach that includes strategic and tactical asset allocation across various investment vehicles and offers services such as retirement-plan consulting and technology-enabled solutions for held-away accounts.

Grace Evans is a CFP® at Valeo Financial Advisors, LLC with approximately two years of industry experience. Prior to joining Valeo, she held a position at KPMG and was a student for several years. Valeo Financial Advisors is a multi-team SEC-registered adviser managing nearly $13 billion and serving both retail and institutional clients. The firm emphasizes strategic asset allocation, tactical adjustments, due diligence on third-party managers, and provides specialized services including advising private investment funds and managing pooled vehicles.